Financial Services & Advisors

Ameriprise Financial

242 S. De Lacey Ave.
Phone: (626)799-2237
Fax Number: (626)548-5985
Contact: Kyle Nakano

After being based in Beverly Hills for over a decade and serving the senior and affluent communities, I have moved my practice to Pasadena.  As a fixed-income manager in Beverly Hills, I focused primarily on tax-free investments and creating and managing cash flow for my clients.  As a Certified Financial Planner Professional, I am expanding my services to include full services financial planning and full service investment and retirement planning for business owners, families, and foundations.  I am excited to become a new member of the Pasadena business community and I look forward to working with like-minded business owners and individuals.

Arroyo Financial & Insurance Solutions

30 N. Raymond Ave., #801
Phone: (626)314-2443
Fax Number: (866)377-4170
Contact: Jeremy Baker

Banner Bank

721 E. Union St.
Phone: (626)204-0477
Fax Number: (626)204-0478
Contact: Jim Boyd

We are a business-focused community bank committed to providing truly exceptional customer experiences.

Capstone Partners/MassMutual

300 N. Lake Ave., Suite 1050
Phone: (626)737-9066
Contact: Shane Foley

Cetera Advisor Networks

301 E. Colorado Blvd., Suite 400
Phone: (626)795-8896
Fax Number: (626)795-9075
Contact: Colin Mackenzie

D. A. Davidson & Co.

301 N. Lake Ave., Suite 800
Phone: (626)449-0330
Fax Number: (626)795-6939
Contact: David Medina

Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor.  Our relationships-with clients, employees and communities-are built on genuine care and mutual respect.  We seek to contribute to those around us, to our communities, and to our region, everyday.

Diversified Securities Inc.

511 E. Mendocino St.
Phone: (626)712-4920
Fax Number: (626)919-6127
Contact: Howard Raff

Dufix Business Loans

8484 Wilshire Blvd.
Beverly Hills
Phone: (310)621-8861
Contact: Valerie Dufix

Edward Jones Investments-Marengo Ave.

171 N. Marengo Ave.
Phone: (626)744-2740
Fax Number: (888)288-3250
Contact: Arnetta Tolley

Financial Focus Counseling

1000 Walnut, Suite 219
Phone: (626)396-0405
Contact: Howard Ursettie

Financial focus counseling is dedicated to providing independent straight forward advice on money matters to couples and individuals and businesses. Our goal is to teach, advise and help our clients get their spending under control, develop specific financial goals and actions that allow them to win financially regardless of income, age or stage in life. In addition we assist in evaluating financial decisions to avoid financial mistakes and eliminate the anxiety, stress and trouble that come with financial problems.

First Quadrant

800 E. Colorado Blvd., Suite 900
Phone: (626)795-8220
Fax Number: (626)396-3110
Contact: Valerie Williams

Fisher Benefits Resource Group

733 Orchard Loop
Phone: (626)768-2329
Fax Number: (626)793-9632
Contact: Robert Fisher

Gemlife Financial

225 S. Lake Ave., Suite 300
Phone: (626)676-3766
Fax Number: (626)227-9699
Contact: Gary Ybarra

Here at Gemlife Financial, we are dedicated to helping individuals, families and business owners understand how to reduce risk and minimize their tax burdens before and during retirement. We also help business owners by providing them with solutions that will save them money, time and give them peace of mind. Call us for a Free consultation.

Genesis Financial & Insurance Services

1000 E. Walnut St., Suite 121
Phone: (818)988-9880
Fax Number: (323)417-5074
Contact: Dede Kennedy-Simington

Green Dot Corporation

3465 E. Foothill Blvd.
Phone: (626)765-2598
Contact: Andrew Moss

Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.


100 N. Lake Ave., Suite 201
Phone: (800)913-0945
Fax Number: (800)913-0945
Contact: Helen Mathis

Accounting, Financial Planning, ITINs (Individual Tax Identification Number), SEO Marketing, Staff Services, Vehicle Registration

Home Paradise Realty Group

805 E. Green St.
Phone: (626)568-1212
Fax Number: (626)568-1210
Contact: Joy Yang

Home Paradise Realty Group is a full-service real estate company that specializes in buyer and seller representation, real estate development, home renovation, and financial services. Here at Home Paradise, we maintain close relationships built on trust and transparency with each and every one of our clients and partners alike. Our real estate agents are experienced in the industry and focused on meeting each customer’s individual needs and expectations. What sets Home Paradise apart from the rest is our boutique, family-oriented approach to the home buying experience and the complementary value-added services that we offer to our clients.

John Hancock Financial Network

80 S. Lake Ave., Suite 890
Phone: (626)568-8281
Fax Number: (626)568-8552
Contact: Frederick D. Johnson

LACERA (L.A. Co Employees Ret. Assoc.)

300 N. Lake Ave., Suite 630
Phone: (626)564-6000
Fax Number: (626)564-6699
Contact: John Nogales

The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.

MassMutual Financial Group Greater Los Angeles Chapter

70 S. Lake Ave., Suite 800
Phone: (626)253-1204
Fax Number: (818)735-0510
Contact: Nicholas Poshek

Morgan Stanley

55 S. Lake Ave., Suite 700
Phone: (800)488-1240
Fax Number: (626)397-4039
Contact: Dean Billman

Financial Services & Advisors

Phillips, Fractor & Company LLC

750 E. Walnut St.
Phone: (626)744-3540
Contact: Ross Selvidge

Phillips, Fractor, and Company is your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses.  We are a boutique litigation support and consulting firm that specializes in providing creative, effective solutions tailored to our clients' unique analytic and research needs.  Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields.  We draw on economic theory, statistical analysis, survey research, mathematics, computer science, and business theories and best practices to conduct high quality research based on appropriate methodology to give precise insights into our clients' specific research problems. Because of our multidisciplinary and methodologically rich backgrounds, we excel at solving problems that are too difficult or complex for other research firms.


427 S. Marengo Ave., Suite 4
Phone: (626)381-9463
Fax Number: (626)463-1463
Contact: John G. Leano

Retirement Benefits Consulting

601 S. Glenoaks Blvd., Suite 405
Phone: (818)668-8444
Fax Number: (818)668-8388
Contact: Liz Schiller

Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.

Robert Hall & Associates

300 W. Glenoaks Blvd., #200
Phone: (818)242-4888
Fax Number: (818)242-1060
Contact: Enzo Ricciardi

"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues. Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service. With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."

Sage Investment Group

2500 E. Foothill Blvd., Suite 115
Phone: (626)421-7685
Fax Number: (866)330-7655
Contact: Scott Burch

Traditional Business Financial Planning and other services including life settlements, leveraged business retirement funding and zero net cost business bankruptcy protection. 

Samuel Chun-Merchant Processing Services

Phone: (818)600-2053
Fax Number: (626)365-1257
Contact: Samuel Chun

"Providing innovative products and technology to help small business increase profits.  In house customer support 24-7/365 service with lowest prices on equipment, software and complete transparency with pricing.

A+ BBB accredited business rating "

Shuster Financial Group, LLC

225 S. Lake Ave., #600
Phone: (626)578-0816
Fax Number: (626)792-7567
Contact: Mark Shuster

Stanislawski & Company, Inc.-A Certified Public Accounting & Business Consulting Firm

729 Mission St., Suite 100
South Pasadena
Phone: (626)441-0330
Fax Number: (626)441-3933
Contact: Charles G. Stanislawski

Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.

Stratz & Company

180 S. Lake Ave., Suite 400
Phone: (626)799-5151
Fax Number: (626)799-5140
Contact: Tim Stratz

Many people turn to us during times of transition: getting married, having children, changing careers, recently widowed, getting divorced, college planning, downsizing and retiring. We listen, ask questions, and work together to create an individualized strategy designed to meet their needs. We can help you, too. LFS-1631340-102816

TD Ameritrade Inc.

2 N. Lake Ave., Suite 100
Phone: (626)744-5939
Fax Number: (626)744-5935
Contact: Matthew Crow

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or for more information.


558 N. Lake Ave.
Phone: (626)844-7141
Fax Number: (626)844-7612
Contact: Kristi Postma

With over 1500 locations nationside, and as one of the nation's largest car title lending companies, TitleMax has streamlined the title loan process to be fast and simple without credit checks.  It only takes about 30 minutes to put cash in your hands, when other lenders may take hours or even days.  We will strive to provide the best title loan experience.

Trusted Choice Agents of Burbank, Glendale, Pasadena

La Crescenta
Contact: Rick Dinger

Trusted Choice Agents of Burbank, Glendale and Pasadena are insurance and financial services firms. They represent multiple insurance companies, offering individuals and business owners a variety of coverage choices, customized insurance plans to meet specialized needs as well as advocacy support. These firms adhere to a pledge of performance, committing them to providing excellent customer service. For more information, go to

UBS Financial Services Inc.

200 S. Los Robles Ave., Suite 600
Phone: (626)449-1501
Contact: Donald L. Gorsch

Assets Management, Brokerage & Financial Planning

Wells Fargo Advisors

225 S. Lake Ave., Suite 700
Phone: (626)449-7406
Fax Number: (626)449-1532
Contact: Jeff Scofield

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. We also provide asset preservation strategies such as life insurance, long term care, and disability insurance. Contact me if you'd like me to help you develop strategies to meet your specific financial goals.

World Financial Group

1460 N. Lake Ave., Suite 105
Phone: (818)254-5999
Contact: Yervand Arjoyan